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Paraplanner - £45,000 + bonus – Hampshire/ Hybrid I'm currently working in partnership with a highly regarded wealth management firm that is looking to appoint an experienced Paraplanner to join their team in Hampshire. The firm has an excellent reputation and has a strong presence across the South West. They offer a supportive working environment with hybrid and flexible working arrangements, making it a great opportunity for a skilled Paraplanner seeking both professional development and work-life balance. The ideal candidate will need a minimum of 2 years experience working in paraplanning. Responsibilities: • Preparing pre-approval documentation prior to report writing., • Utilising all technology to produce accurate solutions for clients., • Providing accurate, timely and compliant suitability reports., • Ensuring all advice documentation is compliant according to FCA guidelines., • Working with the adviser to gather sufficient client information. The successful candidate will need to be based local to Hampshire and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to Paraplanner - £45,000 + bonus – Hampshire/ Hybrid

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Mortgage and Protection Administrator to join their team. This is to join the Mortgage Team within a top Financial Advice team.

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team. This is for the role of Financial Services Administrator supporting a successful Financial Adviser. We are looking f

We are looking for a High Net Worth Account Handler to join our expanding team in Fareham.

This is a part-time remote role for an Investing Adviser to invest in some of Sustainable Wealth Group's startup clients raising funds at the Pre-Seed to Series A stage.

In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses. Succession Wealth are one of the UK’s leading Financial Advisory firms, since our formation in 2009 we have built a reputation based on delivering exceptional outcomes for our clie

This is a part-time remote role for an Investing Adviser to invest in some of Sustainable Wealth Group's startup clients raising funds at the Pre-Seed to Series A stage.

Wealth Management Administrator. The Role: Wealth Management Administrator. The Person: Wealth Management Administrator.

This is a part-time remote role for an Investing Adviser to invest in some of Sustainable Wealth Group's startup clients raising funds at the Pre-Seed to Series A stage.

This is a part-time remote role for an Investing Adviser to invest in some of Sustainable Wealth Group's startup clients raising funds at the Pre-Seed to Series A stage.